Robert D. Williams

February 7, 2019 By Sage Advisory

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Rob is a Principal and Managing Director of Research and a member of the Investment Committee. Rob began his investment career in 1997 at Merrill Lynch & Co. where he served as a Research Analyst. Later, he joined Mutual of New York as a Director of Asset Allocation Policy. He then took the position of Senior Fixed Income Strategist for UBS in New York. Rob received his B.A. in Management from the University of Colorado. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.